What is Cfp Jonathan Wittlin email address?

Cfp Jonathan Wittlin's primary email address is ********@freestonecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Jonathan Wittlin work for?

Cfp Jonathan Wittlin is a Managing Director – Client Advisor at Freestone Capital Management, a company specializing in Functions related to depository banking.

Where Cfp Jonathan Wittlin graduated from?

Cfp Jonathan Wittlin holds a degree in Accounting (Cpa Track) from Syracuse University - Martin J. Whitman School of Management.

How can I directly contact Cfp Jonathan Wittlin?

To contact Cfp Jonathan Wittlin directly, you can use the email address ********@freestonecapital.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Jonathan Wittlin?

Jonathan Wittlin is a seasoned Certified Financial Planner with over 20 years of experience in the Wealth Management sector, specializing in high net worth individuals and families. He combines a strong tax and accounting background with a holistic approach to financial planning, ensuring his clients achieve financial success and peace of mind. At Freestone Capital Management, he leads as a Managing Director and Client Advisor, focusing on personalized wealth management solutions. Jonathan's career has seen him in various leadership roles, where he has consistently emphasized the importance of client relationships and tailored financial strategies. He is passionate about empowering clients to navigate complex financial landscapes and has developed a detailed process to enhance their financial journeys. His expertise spans across multiple domains including estate planning, asset management, and retirement planning. Jonathan's commitment to staff development and excellence in service delivery makes him a valuable asset in the financial advisory industry.